Silver Oak Securities
DOCU icon

Silver Oak Securities’s DocuSign DOCU Stock Holding History

Silver Oak Securities’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$400K Buy
5,150
+1,209
+31% +$71.9K 0.03% 546
2026
Q2 		$175K Buy
+3,941
New +$185K 0.01% 768
2026
Q1 		– Sell
-3,232
Closed -$223K – 799
2025
Q4 		$223K Buy
3,232
+7
+0.2% +$484 0.02% 730
2025
Q3 		$232K Buy
+3,225
New +$249K 0.02% 664
2025
Q1 		– Sell
-2,133
Closed -$196K – 668
2024
Q4 		$196K Buy
+2,133
New +$170K 0.02% 591

Other funds holding DOCU

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Silver Oak Securities's DOCU Position: Q3 2026 in Review

Silver Oak Securities increased its DocuSign (DOCU) stake by 31% in Q3 2026, buying an estimated $71.9K and bringing the position to 5,150 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #546.

Silver Oak Securities first reported a position in DOCU in Q4 2024 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Silver Oak Securities held 5,150 shares of DocuSign worth $400K as of Q3 2026.
  • Silver Oak Securities bought 1,209 DocuSign shares in Q3 2026, an estimated $71.9K.
  • DocuSign made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #546 holding.
  • Silver Oak Securities first reported a position in DocuSign in Q4 2024 and has held it in 5 quarters since.
  • 427 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.